+180.5%
PL vs INVH
-2.4%
+182.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.0% | -1.3% |
| 7D | -9.3% | -2.9% | -6.4% | -10.5% |
| 30D | -18.9% | -6.9% | -12.0% | -21.5% |
| 3M | -58.4% | -2.7% | -55.7% | -58.5% |
| 6M | -30.3% | +8.2% | -38.5% | -27.6% |
| YTD | -8.1% | +4.5% | -12.6% | -5.4% |
| 1Y | +180.5% | -2.3% | +182.8% | +195.6% |
| All | +180.5% | -2.4% | +182.9% | +195.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded INVH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling